HOW TO LINK/UNLINK A CASEWORKER ON A CASE

1. Once a case has been opened, click on the Case Workers tab.
   
2. Click on the Link Case Worker button.
3. Enter in the Caseworker's name, once you've found the caseworker, click their name and then click Link Case Worker.
   
4. Once you have linked the Attorney/Paralegal that you want, don't forget to check the Transfer to Forms box. If you would like only one caseworkers information to transfer to the forms, un-check the transfer to forms box for the other caseworker.
   
5. If you would like to unlink a caseworker from a case, click Unlink. If prompted, click “OK”
   
6. Once complete, the unwanted Caseworker will no longer appear under the Case Workers tab.